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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
601
Pinnacle Wealth Management Advisory Group
New Jersey
$242K +$27.8K +106 +13%
FC
602
Farringdon Capital
United Kingdom
$240K +$246K +937 New
EWA
603
EverSource Wealth Advisors
Alabama
$238K -$166K -633 -40%
PA
604
Procyon Advisors
Connecticut
$238K -$24.1K -92 -9%
TCM
605
Triumph Capital Management
Colorado
$236K -$18.1K -69 -7%
LS
606
Livforsakringsbolaget Skandia
Sweden
$236K
SCA
607
Snowden Capital Advisors
New York
$235K -$30.9K -118 -11%
DM
608
Deerfield Management
New York
$235K
CI
609
CX Institutional
Indiana
$234K +$142K +542 +146%
TPI
610
Trust Point Inc
Wisconsin
$233K -$8.13K -31 -3%
SWM
611
Segment Wealth Management
Texas
$232K
VC
612
VarCov Co
Connecticut
$231K +$237K +903 New
BOH
613
Bank of Hawaii
Hawaii
$231K
CFP
614
Catalyst Financial Partners
Massachusetts
$228K -$12.3K -47 -5%
MWM
615
Mission Wealth Management
California
$226K -$25.7K -98 -10%
Brown Advisory
616
Brown Advisory
Maryland
$225K -$10.2K -39 -4%
KCM
617
Kathmere Capital Management
Pennsylvania
$225K +$230K +877 New
MCM
618
Manchester Capital Management
Vermont
$223K
CCA
619
Checchi Capital Advisers
California
$222K -$19.4K -74 -8%
MWM
620
Modera Wealth Management
New Jersey
$221K +$1.31K +5 +0.6%
MWM
621
Mindset Wealth Management
Indiana
$220K +$524 +2 +0.2%
NAS
622
Nicolet Advisory Services
Wisconsin
$219K +$207K +791 New
PFM
623
Patton Fund Management
Texas
$218K +$224K +853 New
SAI
624
Savvy Advisors Inc
New York
$217K -$3.93K -15 -2%
BWA
625
Basecamp Wealth Advisors
Washington
$216K +$221K +842 New